Coaching

Formal Coaching

Matthew Rutledge

Internet Advancement

Follow-Up ScheduledOwner: Aaron
Coached→Behavior Check→Performance Review
Started January 1, 1970Next: Behavior Check — May 1Behavior Check May 1 · Performance Review Feb. 20

Starting Point

Frozen when coaching began. This baseline never changes, whichever date range the dashboard shows.

Engaged → Appointment — Rolling 30D at Coaching

6.7%

1 Appointment / 15 Engaged Internet Customers

40%

Engagement at Start

83.3% (15 / 18)

Show Rate at Start

0.0% (0 / 1)

Prototype Note

Current reading is a simulated coaching-cycle value, not a reported result

Why Cohereo Noticed: Customers are engaging and created appointments generally show. The measurable breakdown is converting engaged conversations into appointment commitments.

Coaching Plan

What the manager and salesperson agreed to.

Coaching Focus
Appointment Setting — Specific Appointment Ask
Coaching Target
20%

Interim step. Cohereo Standard remains 40%.

Salesperson Commitment
Offer two specific appointment times to every engaged Internet customer.
Coaching Owner
Aaron

Manager Notes

Reviewed several Internet conversations. Matthew is maintaining good conversations but leaving the next step too open-ended.

Current Progress

Always Started At → Current, measured on the rolling 30-day window.

Started At

6.7%

→

Current

17.2% ↑

Change

+10.5 pts

Coaching Target 20%

Improving — Target Not Yet Reached

Current rolling 30-day performance is 10.5 points above the baseline recorded when coaching began. Performance has improved during the coaching cycle.

Coaching Activity

Every step in this cycle. These events also appear on the salesperson's Development Timeline.

  1. Coaching Started

    January 1, 1970 · Aaron

    Appointment Setting — Specific Appointment Ask

    Reviewed several Internet conversations. Matthew is maintaining good conversations but leaving the next step too open-ended.

    Baseline (Rolling 30D)

    6.7%

    Coaching Target

    20%

    Cohereo Standard

    40%

View full Development Timeline